Daniel Lavoie

Experience

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  CTI CAPITAL

  Jan 2005 - Sept 2005

  Special Situations Analyst

  Sell side analyst with 9 names under coverageKey focus on small to mid cap names in consumer discretionary, staples, industrial sectors.Performed in depth research and written full reports on specific companies and industries.

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  Industrial Alliance Securities

  Sept 2005 - Mar 2007

  Special Situations Analyst

  Sell side analyst with 11 names under coverageKey focus on small to mid cap names in consumer discretionary, staples, industrial sectors.Performed in depth research and written full reports on specific companies and industries.

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  Montrusco Bolton

  Mar 2007 - Aug 2010

  Portfolio Manager Canadian Equities

  Co-managed the Canadian Small Cap funds ($1.2billion) and sole manager of the Equity Income Fund ($130MM).

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  Fiera Capital Corporation

  Jul 2010 - Aug 2012

  Assistant Portfolio Manager Alternatives Strategies and Growth Fund

  Key focus on the North-American energy sector.Responsible of finding pairs (long/short) in the energy sectorCo-managed the Altamira Energy Fund and Resources Fund following the Natcan acquisition

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  GE Asset Management

  Jan 2013 - Jul 2016

  Equity Analyst - Public Investments

  Global Energy Sector

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  State Street Global Advisors

  Jul 2016 - Jan 2021

  Vice President

  Global Energy

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  Walter Public Investments Inc.

  Jan 2021 - now

  Portfolio Manager & Chief Compliance Officer

  Portfolio Manager & Chief Compliance Officerwww.walterinvest.ca